BRX Global LP

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), BRX Global LP reported 3 stock positions worth $118.4 million. Its top holding was Guidewire Software (GWRE) at 39.8% of the portfolio, followed by Transdigm (TDG, 34.9%) and Moody's (MCO, 25.3%). Compared with Q1 2025, it sold out of 1 and reduced 1. The biggest sale was an exit from Amazon.com (AMZN).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0001844103
Portfolio Value
$118.4M (Q2 2025)
SEC Filing
0001844103-25-000010 ↗ filed Aug 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $133.2M Q1 2024 Q2 2024: $136.0M Q2 2024 Q3 2024: $152.7M Q3 2024 Q4 2024: $141.5M Q4 2024 Q1 2025: $134.7M Q1 2025 Q2 2025: $118.4M $118.4M Q2 2025 Q3 2025: $104.7M Q3 2025 Q4 2025: $102.2M Q4 2025 Q1 2026: $76.7M Q1 2026 Q2 2026: $81.9M Q2 2026

Holdings 3 stocks · $118.4M
GWRE Guidewire Software Inc. 39.80% 200,082 $47.1M Reduce -10.5%
TDG Transdigm Group Inc. 34.88% 27,149 $41.3M No change
MCO Moody's Corp. 25.32% 59,743 $30.0M No change

Portfolio Sells Q1 2025 → Q2 2025
AMZN Amazon.com Inc. Sold out 0.00% −20.36
GWRE Guidewire Software Inc. Reduce -10.5% 39.80% +8.71

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$81.9MTDG, MCO, GWRE
Q1 2026 3$76.7MTDG, MCO, GWRE
Q4 2025 3$102.2MTDG, GWRE, MCO
Q3 2025 3$104.7MGWRE, TDG, MCO
Q2 2025 3$118.4MGWRE, TDG, MCO
Q1 2025 4$134.7MGWRE, TDG, MCO, AMZN
Q4 2024 4$141.5MGWRE, AMZN, TDG, MCO
Q3 2024 5$152.7MGWRE, TDG, AMZN, MCO, MSFT
Q2 2024Amended 5$136.0MTDG, GWRE, AMZN, MCO, MSFT
Q1 2024 5$133.2MTDG, AMZN, GWRE, MSFT, MCO